集成电路ETF（159546）涨超2.7%，关注AI驱动“超级周期”

Core Insights - The integrated circuit ETF (159546) has increased by over 2.7% as of October 21, indicating positive market sentiment towards the sector [1] - Tianfeng Securities highlights that the AI-driven "super cycle" is characterized by structural features, leading to rapid growth in demand for large-capacity data center storage [1] - The rise in penetration rates of smart terminals is driving innovation in storage technology and market expansion, creating a window for domestic storage manufacturers to replace foreign competitors [1] Industry Overview - The integrated circuit ETF tracks the integrated circuit index (932087), which selects listed companies involved in integrated circuit design, manufacturing, packaging, testing, and related materials and equipment [1] - The index reflects the overall performance of publicly traded companies in the integrated circuit industry, showcasing high technological content and growth potential [1] - The constituent stocks represent the development level and technological strength of China's integrated circuit industry, with a focus on the semiconductor supply chain [1]